Filed April 12, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,492 | $109,359+22.1% | $162,163-17.7% | $72,985+82.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 48.51% | 25.46%+23.1pp | 115.59%-67.1pp | 81.00%-32.5pp |
| Employer contribution / active EE | $4,321 | $3,907+10.6% | $5,614-23.0% | $2,440+77.1% |
| Participant deferral / active EE | $3,560 | $5,481-35.1% | $7,298-51.2% | $3,607-1.3% |
| Admin fee / account holder | $39,700 | $7,972+398.0% | $10,843+266.1% | $5,124+674.7% |